Macy’s (M) outlines non-GAAP metrics in Q2 2025 results release

Filing Impact

(Moderate)

Filing Sentiment

(Neutral)

Form Type

8-K

Rhea-AI Filing Summary

Macy’s, Inc. filed a current report describing the release of its financial results for the 13- and 26-week periods ended August 2, 2025. On September 3, 2025, the company issued a press release covering its financial condition, results of operations and cash flows for those periods.

The release, incorporated by reference as Exhibit 99.1, presents results under GAAP and also includes non-GAAP metrics such as comparable sales on an owned-plus-licensed-plus-marketplace basis, EBITDA, adjusted EBITDA, core adjusted EBITDA, adjusted net income and adjusted diluted earnings per share, with reconciliation tables to the nearest GAAP measures.

8-K Event Classification

2 items: 2.02, 9.01

2 items

Item 2.02 Results of Operations and Financial Condition Financial

Disclosure of earnings results, typically an earnings press release or preliminary financials.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Understanding 8-K Material Events →

09/03/2025 - 06:59 AM

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the

Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): September 3, 2025

Macy's, Inc.

(Exact name of Registrant as Specified in its Charter)


Delaware	1-13536	13-3324058
(State or Other Jurisdiction of Incorporation)	(Commission File Number)	(IRS Employer Identification No.)

151 West 34th Street, New York, New York 10001

(Address of Principal Executive Offices)

(212) 494-1621

(Registrant's telephone number, including area code)

Check the appropriate box below if the Form 8-K is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:


o			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

o			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

o			Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

o			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:


Title of each class	Trading Symbol(s)	Name of each exchange on which registered
Common Stock, $.01 par value per share	M	New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).


Emerging growth company			o

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.			o

Item 2.02. Results of Operations and Financial Condition.

On September 3, 2025, Macy’s, Inc. (“Macy’s” or the “Company”) issued a press release announcing Macy’s financial condition, results of operations and cash flows as of and for the 13 and 26 weeks ended August 2, 2025. The full text of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.

Macy’s reports its financial results in accordance with U.S. generally accepted accounting principles (“GAAP”). The press release referred to above contains non-GAAP financial measures of changes in comparable sales on an owned-plus-licensed-plus-marketplace basis, earnings before interest, taxes, depreciation and amortization (“EBITDA”), adjusted EBITDA, core adjusted EBITDA, adjusted net income, and adjusted diluted earnings per share. Adjusted EBITDA, adjusted net income and adjusted diluted earnings per share exclude certain items that consist of impairment, restructuring and other costs and loss on extinguishment of debt. Core adjusted EBITDA excludes certain items that consist of impairment, restructuring and other costs, loss on extinguishment of debt and gains on sale of real estate. A section has been included at the end of the press release that contains important additional information regarding these non-GAAP financial measures including reconciliation to the most directly comparable GAAP financial measure.

Item 9.01. Financial Statements and Exhibits.

(d)Exhibits


99.1			Press Release of Macy's dated September 3, 2025

104			Cover Page Interactive Data File (embedded within the Inline XBRL Document)

MACY'S, INC.

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.


	MACY'S, INC.

Dated: September 3, 2025	By:	/s/ Paul Griscom
	Name:	Paul Griscom
	Title:	Senior Vice President and Controller

Source: View Original Filing on SEC EDGAR

FAQ

What did Macy's (M) disclose in this Form 8-K?

Macy’s, Inc. disclosed that it issued a press release on September 3, 2025 covering its financial condition, results of operations and cash flows for the 13 and 26 weeks ended August 2, 2025.

Which periods do Macy's (M) latest reported results cover?

The latest reported results for Macy’s cover the 13-week and 26-week periods ended August 2, 2025.

Which non-GAAP metrics does Macy's (M) highlight in its press release?

The press release highlights non-GAAP metrics including comparable sales on an owned-plus-licensed-plus-marketplace basis, EBITDA, adjusted EBITDA, core adjusted EBITDA, adjusted net income and adjusted diluted earnings per share.

How does Macy's (M) reconcile non-GAAP measures to GAAP?

Macy’s includes a section at the end of the press release that provides important information on its non-GAAP financial measures and reconciles each to the most directly comparable GAAP financial measure.

Where can investors find the full Macy's (M) financial details mentioned in the 8-K?

Investors can find the full details in the press release attached as Exhibit 99.1, which is incorporated by reference into the report.

What exhibit did Macy's (M) attach to this 8-K filing?

Macy’s attached Exhibit 99.1, its September 3, 2025 press release, and Exhibit 104, the cover page interactive data file embedded within the Inline XBRL document.